Nate Burggraf
Analyst-Equity presso Capital Research & Management Co.
Provenienza dei contatti di primo grado di Nate Burggraf
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
University of Notre Dame
245
| College/University | Other Consumer Services | 245 |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.
76
| Subsidiary | Investment Managers | 76 |
Capital Research & Management Co.
 Capital Research & Management Co. Investment ManagersFinance Capital Research & Management Co. (CR&M) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1931 and is a wholly-owned subsidiary of The Capital Group Cos., Inc. CR&M is the investment adviser to the Capital Group exchange-traded funds (ETFs) and to the American Funds family of mutual funds.
35
| Subsidiary | Investment Managers | 35 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Nate Burggraf tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Capital Research & Management Co. (World Investors)
 Capital Research & Management Co. (World Investors) Investment ManagersFinance Capital Research & Management Co., dba Capital World Investors (CWI), is an investment advisor headquartered in Los Angeles, California. The firm is a division of Capital Research & Management Co., which is ultimately owned by the Capital Group of Companies. In 2013, The Capital Group restructured their equity investment group and divided the group based on specific investment objectives rather than around particular products or clients. The investment group is now divided into three independent equity divisions, Capital World Investors, Capital Research Global Investors and Capital International Investors. Each division has the flexibility to manage any of the investment objectives or any of the investment vehicles the Capital Group offers. CWI is the retail entity of the Capital Group. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Capital Research & Management Co. (Global Investors)
 Capital Research & Management Co. (Global Investors) Investment ManagersFinance Capital Research & Management Co. (Global Investors), dba Capital Research Global Investors (CRGI), is an investment advisor headquartered in Los Angeles, California. The firm is a division of Capital Research & Management Co. (CR&M), the original company of the Capital Group Companies, which was founded in 1931 by Jonathan Bell Lovelace. In 2008, CR&M disaggregated their equity investment operations to become known as Capital Research Global Investors and Capital World Investors. Capital World Investors is the retail entity of the Capital Group. Institutional management services in North America are provided by Capital Guardian. Institutional management services are provided globally by Capital International. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Director of Research - Equity Analyst-Fixed Income | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The Capital Group Cos., Inc.
 The Capital Group Cos., Inc. Investment ManagersFinance The Capital Group Cos., Inc. provides investment management services. The firm manages and underwrites mutual funds in the American Funds family group and provides other financial services. It serves the institutions, consultants, financial advisors, intermediaries, and individual investors. The company was founded by Jonathan Bell Lovelace in 1931 and is headquartered in Los Angeles, CA. | Investment Managers | President Director/Board Member Director/Board Member | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Chief Investment Officer Analyst-Equity Corporate Officer/Principal | |
Capital Research & Management Co. (Fixed Income Investors)
 Capital Research & Management Co. (Fixed Income Investors) Investment ManagersFinance Capital Research & Management Co. (Fixed Income Investors) (CRMC-FII) is the investment management division of Capital Research & Management Co. (CRMC), a registered investment advisor headquartered in Los Angeles, California. The firm was founded by Jonathan Bell Lovelace in 1931 and operates as a wholly-owned subsidiary of The Capital Group Companies, Inc. CRMC-FII provides investment management services to registered investment companies and other pooled investment vehicles. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| New York University | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Capital Research & Management Co. (International Investors)
 Capital Research & Management Co. (International Investors) Investment ManagersFinance Capital Research & Management Co. (International Investors) is the investment management division of Capital Research & Management Co. (CRMC), a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1931 by Jonathan Bell Lovelace and operates as a subsidiary of The Capital Group Cos., Inc. They provide services mainly to investment companies and manage accounts for non-1940 act investment funds. In 2013, The Capital Group restructured its equity investment group and divided the group based on specific investment objectives rather than around particular products or clients. The investment group is now divided into three independent equity divisions, Capital World Investors, Capital Research Global Investors and Capital International Investors. Each division has the flexibility to manage any of the investment objectives or any of the investment vehicles the Capital Group offers. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities Analyst-Fixed Income | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity Analyst-Equity Market Strategist | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Capital International Ltd.
 Capital International Ltd. Investment ManagersFinance Capital International Ltd. (Capital UK) is the Great Britain-based investment subsidiary of Capital Group International Inc., ultimately owned by The Capital Group Companies, Inc. in the US. The firm was founded in 1982 and does business as Capital Research & Management Co. (UK Branch). Headquartered in London, Capital UK provides discretionary investment management services to segregated institutional clients in the UK and across Europe. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| University of Oxford | College/University | Graduate Degree Graduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
American Funds Retirement Income Portfolio Series
 American Funds Retirement Income Portfolio Series Investment Trusts/Mutual FundsMiscellaneous American Funds Retirement Income Portfolio Series is an open-end management investment company. Its series include three managed portfolios-conservative, moderate and enhanced, which helps retirees address their income and longevity needs. The company is headquartered in Irvine, CA. | Investment Trusts/Mutual Funds | President Director/Board Member | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin Undergraduate Degree | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Harvard College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
Putnam Investments Ltd.
 Putnam Investments Ltd. Investment ManagersFinance Putnam Investments Ltd. (PIL) is an investment management firm headquartered in London, UK. The firm was founded in 1982 and is a subsidiary of Putnam Advisory Holdings II LLC, ultimately owned by Power Financial Corp. in Canada. PIL is an active asset manager that provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Corporate Officer/Principal Director of Finance/CFO | |
Capital International, Inc.
 Capital International, Inc. Investment ManagersFinance Capital International, Inc. (CI) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1987 as Capital International Research & Management, Inc. The firm is a wholly-owned subsidiary of Capital Group International, Inc., ultimately held by The Capital Group Companies, Inc. CI provides investment management and advisory services to a registered investment company, other pooled investment vehicles exempt from registration, corporate entities, pension plans, endowments and foundations, certain affiliated companies, foreign governmental entities and other institutions. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| The California State University | College/University | Undergraduate Degree | |
| Babson College | College/University | Undergraduate Degree | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Wolfe Research LLC
 Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Analyst-Equity | |
| University College London | College/University | Undergraduate Degree | |
| Occidental College | College/University | Undergraduate Degree | |
| The University of Edinburgh | College/University | Graduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
Points of Light Foundation, Inc.
 Points of Light Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Points of Light Foundation, Inc. operates as a non-profit organization that provides social services. It helps schools, children and families and also volunteers in their communities and serves community needs. The company was founded by George Herbert Walker Bush in 1990 and is headquartered in Atlanta, GA. | Miscellaneous Commercial Services | Director/Board Member | |
Children's Defense Fund, Inc.
 Children's Defense Fund, Inc. Miscellaneous Commercial ServicesCommercial Services The Children's Defense Fund, Inc. provides policies and programs that supports children out of poverty, abuse and neglect. The firm also provides health care, education, moral and spiritual foundation for them. The company was founded by Marian Wright Edelman in 1973 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
| ACCENTURE PLC | Information Technology Services | Corporate Officer/Principal | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity |
Statistiche
Distribuzione geografica
| Stati Uniti | 44 |
| Regno Unito | 6 |
| Svizzera | 2 |
| Irlanda | 2 |
Settori
| Consumer Services | 25 |
| Finance | 21 |
| Commercial Services | 5 |
| Miscellaneous | 2 |
| Technology Services | 2 |
Posizioni
| Undergraduate Degree | 95 |
| Analyst-Equity | 94 |
| Portfolio Manager-Equities | 91 |
| Corporate Officer/Principal | 72 |
| Director/Board Member | 53 |
Contatti più connessi
| Insiders | |
|---|---|
| Clare Richer | 14 |
| Jamie Kasuboski | 12 |
| Brittain Ezzes | 12 |
| Rob Lovelace | 11 |
| Marty Rodgers | 10 |
| Pam Holding | 10 |
| Michael L'Estrange | 10 |
| Wesley K. S. Phoa | 9 |
| Nan Sun | 9 |
| Jody Jonsson | 9 |
| Marc Eliot Nabi | 9 |
| Tobias W. Welo | 8 |
| Ruth Nagle | 8 |
| Thomas Batten | 8 |
| Adam Benjamin | 7 |
- Borsa valori
- Insiders
- Nate Burggraf
- Connessioni Società
